2026-01-15T14:02:53+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2024-07-01 951685807 TOWN & COUNTRY MANOR OF THE CHRISTIAN AND MISSIONARY ALLIANCE TOWN 7145477581 555 EAST MEMORY LANE SANTA ANA CA 92706 Robert Goerzen CEO 7145477581 2026-01-15 true Adam R Smith P00958966 7194714290 2026-01-15 2024 2025-03-06 01:10:19Z TOWN AND COUNTRY ROBERT GOERZEN 555 EAST MEMORY LANE SANTA ANA CA 92706 41561826 false X WWW.TCMANOR.COM X 1952 CA TO PROVIDE QUALITY RETIREMENT LIVING AND NURSING SERVICES TO THE COMMUNITY. 11 9 539 20 0 179105 142534 29820700 33494606 154163 861154 56170 123489 30210138 34621783 0 0 16820363 19202645 0 210052 14493701 14764916 31314064 33967561 -1103926 654222 60385055 61454541 41106463 40507136 19278592 20947405 TO PROVIDE QUALITY RETIREMENT LIVING AND NURSING SERVICES TO THE COMMUNITY. false false 29696837 33357555 TOWN AND COUNTRY MANOR PROVIDES FOUR LEVELS OF CARE WHICH INCLUDE: INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING AND MEMORY CARE. DURING FISCAL YEAR ENDED 6/30/2025. TOWN AND COUNTRY SERVED APPROXIMATELY 791 SENIORS AND PROVIDED BENEVOLENT ROOM AND BOARD, AND HEALTH CARE SERVICES FOR 14 INDIVIDUALS. TOTAL BENEVOLENT ROOM AND BOARD AND HEALTH CARE AMOUNTED TO $431,538. 29696837 true true false false false false false false false true true false false false true false true true false false true false false false true false false false false true true false false false false false false false false true false false false false false false true false false false false true 41 0 539 true false false false false false true true false false false false false X 11 9 false false false false true true true true true false false false true true true true true true true true false false CA X THE ORGANIZATION 7145477581 555 EAST MEMORY LANE SANTA ANA CA 92706 JOE LAMENDOLA CHAIRMAN 2.0 40.0 X X 0 233839 39177 KEITH CROWNOVER VICE CHAIRMAN 2.0 0.0 X X 0 0 0 MATT GERLACH SECRETARY / BOARD OF DIRECTORS 2.0 0.0 X X 0 0 0 ROD BOLLINS TREASURER/BOARD OF DIRECTORS 2.0 0.0 X X 0 0 0 AARON WOLF BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 BOB ELLIS BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 JOHN ADAMS BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 KARI WALKER BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 KEN BALDES BOARD OF DIRECTORS 2.0 40.0 X 0 168769 32927 PAUL KIRK BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 ROBERT YI BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 TAI NGUYEN BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 GINA KOLB CFO 40.0 0.0 X 272177 0 30956 ROBERT GOERZEN CEO/PRESIDENT 40.0 0.0 X 203295 0 131208 CLARISSA BACA ADMISSION DIRECTOR 40.0 0.0 X 178379 0 36945 DARLENE DUARTE Director Of Sales 40.0 0.0 X 132422 0 25814 ELIZABETH WHITE HUMAN RESOURCES DIRECTOR 40.0 0.0 X 163285 0 26064 MARISSA PRECIADO SKILLED NURSING ADMINISTRATOR 40.0 0.0 X 171329 0 35002 MI RAN MELENDEZ DIRECTOR OF NURSING 40.0 0.0 X 195689 0 28033 1316576 402608 386126 15 false true false INFINITE LOVE HOMECARE LLC 333 CITY BLD W SUITE 335 ORANGE CA 92868 HOME CARE SERVICES 267650 3RDTHIRD MARKETING LLC 811 1ST AVE SUITE 320 SEATTLE WA 98104 MARKETING 235265 THE INTEGRATION WORKS LLC 8194 W DEER VALLEY RD SUITE 106 PEORIA AZ 85382 INTEGRATION TECH 154462 SADLER ROOFING INC 2280 N BATAVIA ST ORANGE CA 92865 CONSTRUCTION SERVICE 144887 JESUS MEDINA 1533 HIDDEN CANYON RD LA HABRA HEIGHTS CA 90631 CONSTRUCTION SERVICE 124625 5 10843 131691 24470 142534 MEDICARE/MEDICAID 623000 5944486 5944486 PATIENT SERVICE REVENUE 623990 922348 922348 RESIDENTIAL CARE FACILITY 623000 16895207 16758156 137051 PHYSICAL THERAPY 623000 4831390 4831390 OCCUPATIONAL/SPEECH THERAPY 623000 4901175 4901175 0 0 0 0 33494606 480518 480518 0 0 7289932 12260 6921556 368376 12260 380636 380636 90641 10843 18487 72154 72154 45561 45561 45561 MEALS/VENDING MACHINE 900099 5774 5774 0 0 0 0 5774 34621783 33357555 0 1121694 X 693897 173474 520423 394843 355359 39484 15068189 13426386 1487986 153817 185176 149686 31218 4272 1696928 1414252 270671 12005 1163612 1026550 125456 11606 108793 108793 162616 162616 68269 68269 4986308 4678986 293137 14185 378400 16653 361747 1859218 1715937 135277 8004 49202 35244 13958 43234 43234 53397 16784 36513 100 37617 36026 1591 1272431 1207452 64979 2174816 2038325 136491 461612 415023 46589 MEDICAL SUPPLIES 1640142 1640142 RESIDENT FOOD 1137589 1137589 BEAUTY SHOP 89922 89922 REPAIRS AND MAINTENANCE 75786 75786 165564 4027 155474 6063 33967561 29696837 4060672 210052 1130870 2275554 4034689 3143909 1779643 2165711 0 0 0 0 154782 190025 481779 527479 60213032 26400627 34975274 33812405 15504204 16867398 0 0 2323814 2472060 60385055 61454541 3697357 3874651 280915 313082 37096532 36051717 0 0 31659 267686 41106463 40507136 X 18997101 20676935 281491 270470 19278592 20947405 60385055 61454541 654222 1014591 0 X false true true false X 2849778 2522156 228840 179105 142534 5922413 17693085 21435007 25872834 29692382 33357555 128050863 0 0 0 20542863 23957163 26101674 29871487 33500089 133973276 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 133973276 250073 389430 494067 517933 480518 2132021 0 250073 389430 494067 517933 480518 2132021 72154 72154 53211 119512 187980 184488 188386 733577 20846147 24466105 26783721 30573908 34241147 136911028 0.97854 0.97984 0.02 0.02 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 53211.0, COLUMN B - 119512.0, COLUMN C - 187980.0, COLUMN D - 184488.0, COLUMN E - 188386.0, COLUMN F - 733577.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239983 38440 38440 239983 239983 55412 55412 239983 239983 37834 37834 239983 239983 35188 35188 239983 239983 19230 19230 239983 0.0 1.0 0.0 false false 990776 990776 54100907 23294306 30806601 4004693 2741410 1263283 1116656 364911 751745 33812405 Federal Income Taxes Finance Lease Liability 267686 267686 35590092 1014591 3500 0 1018091 34572001 68269 -18487 49782 34621783 33921279 3500 18487 21987 33899292 68269 0 68269 33967561 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds PERMANENTLY RESTRICTED CONTRIBUTIONS ARE INVESTMENTS HELD IN PERPETUITY, AND THE INCOME IS USED IN ACCORDANCE WITH DONOR RESTRICTIONS TO SUPPORT BENEVOLENT HOUSING AND CARE PROVIDED TO RESIDENTS WHO ARE RETIREES OF THE CHRISTIAN AND MISSIONARY ALLIANCE. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Fundraising Event Expense - -18487 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Event Expense - 18487 Central America and the Caribbean Investments 77479 0 0 0 0 0 0 77479 0 77479 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual Gala 101484 10843 90641 14901 480 3106 0 0 101484 10843 90641 14901 480 3106 18487 72154 X true true X X false false false false false false false true false JOE LAMENDOLA CHAIRMAN 0 211376 0 20939 0 1524 0 11786 0 27391 0 273016 0 0 KEN BALDES BOARD OF DIRECTORS 0 168769 0 0 0 0 0 8759 0 24168 0 201696 0 0 ROBERT GOERZEN CEO/PRESIDENT 135607 0 20000 0 47688 0 7497 0 123711 0 334503 0 0 0 GINA KOLB CFO 234074 0 20050 0 18053 0 8165 0 22791 0 303133 0 0 0 MI RAN MELENDEZ DIRECTOR OF NURSING 195689 0 0 0 0 0 5904 0 22129 0 223722 0 0 0 CLARISSA BACA ADMISSION DIRECTOR 137205 0 41174 0 0 0 5370 0 31575 0 215324 0 0 0 MARISSA PRECIADO SKILLED NURSING ADMINISTRATOR 150930 0 5000 0 15399 0 3427 0 31575 0 206331 0 0 0 ELIZABETH WHITE HUMAN RESOURCES DIRECTOR 127872 0 6450 0 28963 0 3935 0 22129 0 189349 0 0 0 DARLENE DUARTE Director Of Sales 90952 0 40750 0 720 0 4001 0 21813 0 158236 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use OUR CEO, ROBERT GOERZEN, RECEVED A NONTAXABLE MINISTERS HOUSING ALLOWANCE INCLUDED IN OTHER NONTAXABLE BENEFITS REPORTED ON 990 PART VII, SECTION A, AND SCHEDULE J, PART II. Schedule J, Part I, Line 7 Non-fixed payments THE ORGANIZATION PAID BONUSES TO THEIR HIGHEST COMPENSATED EMPLOYEES DURING FYE 6/30/2025. THE FREQUENCY AND AMOUNT OF THE BONUS IS DETERMINED BY THE CEO AND IS BASED ON FACTORS SUCH AS OVERALL PERFORMANCE OF THE ENTITY. THE ORGANIZATION DOES NOT HAVE ANY EMPLOYMENT CONTRACTS THAT OBLIGATE THE PAYMENT OF BONUSES IN THE FUTURE. THE GOVERNING BOARD APPROVED PAYMENT OF BONUSES TO THEIR OFFICERS DURING FYE 6/30/2025. BONUSES ARE BASED ON COMPENSATION SHOWN IN THE CONTINUING CARE RETIREMENT COMMUNITY SALARY AND BENEFIT REPORT. THE GOVERNING BOARD ASSESSES OFFICER PERFORMANCE AND REVIEWS THE SALARY AND BENEFIT REPORT TO DETERMINE THE AMOUNT OF BONUS TO BE PAID. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048VJY5 2019-06-13 41416108 false false false A 2495000 41841827 1129513 2941974 795274 1949130 27634988 7391586 2021 true false true true A false true true true false false 0 0 0.0 false false 0 false true A false false true true false false 0 false false false 0 false false true A true Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO REFUND SERIES 2013 BONDS, FUND A RESERVE, AND PAY COSTS OF ISSUANCE. THE SERIES 2013 BONDS WERE ISSUED ON MAY 13, 2013. Schedule K, Part II, Line 3 TOTAL PROCEEDS ISSUED / ISSUE PRICE THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. Schedule K, Part III, Line 7 PRIVATE SECURITY / PAYMENT TEST AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OF BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. Schedule K, Part IV, Line 2b EXCEPTION TO REBATE THE REFUNDING PORTION OF THE BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE REQUIREMENT. Schedule K, Part IV, Line 2c MOST RECENT REBATE REPORT THE MOST RECENT REBATE REPORT WAS PREPARED ON JULY 7, 2025. THE PRIOR REPORT WAS DATED JULY 11, 2024. DANELLE GOERZEN SEE PART V 86246 EMPLOYEE COMPENSATION false JAMES TROGE SEE PART V 130380 EMPLOYEE COMPENSATION false LINDSAY TROGE SEE PART V 180822 EMPLOYEE COMPENSATION false TAYLER CAMPBELL SEE PART V 30384 EMPLOYEE COMPENSATION false Schedule L, Part IV, Column (a) LINE 1 RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORGANIZATION: DANIELLE GOERZEN IS THE SPOUSE OF ROBERT GOERZEN, CEO, AND RECEIVES EMPLOYMENT COMPENSATION FROM THE ORGANIZATION. Schedule L, Part IV, Column (a) LINE 2 RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORGANIZATION: JAMES TROGE IS A FAMILY MEMBER OF DIRK DEWOLFE, CEO (THROUGH 09/2021), AND RECEIVES EMPLOYMENT COMPENSATION FROM THE ORGANIZATION. Schedule L, Part IV, Column (a) LINE 3 RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORGANIZATION: LINDSAY TROGE IS A FAMILY MEMBER OF DIRK DEWOLFE, CEO (THROUGH 09/2021), AND RECEIVES EMPLOYMENT COMPENSATION FROM THE ORGANIZATION. Schedule L, Part IV, Column (a) LINE 4 RELATIONSHIP BETWEEN INTERESTED PERSON & THE ORGANIZATION: TAYLER CAMPBELL IS A FAMILY MEMBER OF DIRK DEWOLFE, CEO (THROUGH 09/2021), AND RECEIVES EMPLOYMENT COMPENSATION FROM THE ORGANIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION HAS ONLY ONE CLASS OF MEMBER. THE SOLE MEMBER OF THE CORPORATION IS THE CHRISTIAN AND MISSIONARY ALLIANCE, A NON PROFIT ORGANIZATION Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATION'S BOARD OF DIRECTORS (GOVERNING BODY) IS ELECTED BY THE MEMBER OF THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBER OF THE CORPORATION. - ADOPT OR AMEND THE ARTICLES OF INCORPORATION - ADOPT OR AMEND BYLAWS - ADOPT OR REVISE THE CORPORATION'S MISSION STATEMENT - INCUR ANY DEBT OR EXPENSE NOT CONTEMPLATED BY THE ANNUAL BUDGET - APPOINT A CEO DIRECTOR - MERGE, DISSOLVE, OR TRANSFER ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS - DETERMINE THE DISTRIBUTION OF THE CORPORATION'S ASSETS UPON DISSOLUTION - REQUIRE DISTRIBUTION OF THE CORPORATION'S ASSETS TO THE MEMBER IN CIRCUMSTANCES PROVIDED IN THE BYLAWS Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS COMPLETED BY A THIRD PARTY AND A DRAFT IS REVIEWED BY THE CEO AND THE FINANCE COMMITTEE PRIOR TO THE RETURN BEING FILED. THE FORM 990 IS ALSO MADE AVAILABLE TO THE BOARD PRIOR TO BEING FILED. Form 990, Part VI, Line 12c Conflict of interest policy EACH BOARD MEMBER ANNUALLY STATES IN WRITING WHETHER A CONFLICT OF INTEREST EXISTS IN REGARDS TO ANY ORGANIZATION THEY CURRENTLY OWN AT LEAST 5% OF THE EQUITY OR ARE A DIRECTOR OR AN OFFICER. THE WRITTEN STATEMENT SHALL BE PROVIDED TO EACH BOARD MEMBER IN JANUARY BY THE CEO AND THE RESPONSES SHALL BE RECORDED IN THE BOARD MINUTES AT THE ANNUAL BOARD MEETING. OFFICERS OF THE ORGANIZATION MUST AVOID ANY BUSINESS, ACTIVITY OR OTHER SITUATION THAT IS COMPENSATIVE TO TOWN AND COUNTRY MANOR OR MAY BE DETRIMENTAL TO TOWN AND COUNTRY MANOR'S BEST INTEREST. ANY SITUATION THAT COULD POTENTIALLY CAUSE CONFLICT OF INTEREST SHOULD BE DISCUSSED WITH THEIR SUPERVISOR Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION IS ESTABLISHED USING THE COMPARATIVE DATA FROM THE CCRC SALARY AND BENEFITS REPORT PUBLISHED BY THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE. THE DATA AND PROCESS IS DOCUMENTED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION FOR THE CFO IS ESTABLISHED USING THE COMPARATIVE DATA FROM THE CCRC SALARY AND BENEFITS REPORT PUBLISHED BY THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE. THE DATA AND PROCESS IS DOCUMENTED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g Other Fees Food Services - Total Expense: 3494492, Program Service Expense: 3494492, Management and General Expenses: , Fundraising Expenses: ; Other Purchased Services - Total Expense: 1491816, Program Service Expense: 1184494, Management and General Expenses: 293137, Fundraising Expenses: 14185; CHRISTIAN AND MISSIONARY ALLIANCE (CANDM) ONE ALLIANCE PLACE REYNOLDSBURG OH 43068 131623940 CHURCH CO 501(c)(3) 1 NA false CAMA SERVICES INC ONE ALLIANCE PLACE REYNOLDSBURG OH 43068 841234511 RELIEF/DEVEL CO 501(c)(3) 7 CANDMA false THE ORCHARD ALLIANCE PO BOX 35660 COLORADO SPRINGS CO 80935 841466105 STEWARDSHIP CO 501(c)(3) Type I CANDMA false THE CHRISTIAN AND MISSIONARY ALLIANCE FN 15000 SHELL POINT BLVD FORT MYERS FL 33908 591166437 RETIREMENT CT FL 501(c)(3) 10 CANDMA false ALLIANCE UNIVERSITY 2 WASHINGTON STREET NEW YORK NY 10004 131740285 SCHOOL NY 501(c)(3) 2 CANDMA false false false false false false false false false false false false false false false false true false false false